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Avior Wealth Management’s Viking Therapeutics VKTX Stock Holding History

Avior Wealth Management’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,172
Closed -$201K – 2540
2024
Q3 		$201K Buy
3,172
+892
+39% +$52.3K 0.01% 691
2024
Q2 		$121K Sell
2,280
-13
-0.6% -$852 0.01% 805
2024
Q1 		$188K Buy
+2,293
New +$102K 0.01% 725

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's VKTX Position: Q4 2024 in Review

Avior Wealth Management sold out of Viking Therapeutics (VKTX) in Q4 2024, closing a stake of 3,172 shares — an estimated $201K sold.

Avior Wealth Management first reported a position in VKTX in Q1 2024 and held it in 3 quarters. The position peaked at $201K in Q3 2024. 409 funds tracked by Wall St. Rank hold VKTX as of Q4 2024.

  • Avior Wealth Management reported no remaining Viking Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3,172 Viking Therapeutics shares in Q4 2024, an estimated $201K.
  • Avior Wealth Management first reported a position in Viking Therapeutics in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Viking Therapeutics position peaked at $201K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Viking Therapeutics as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.